EIA

Edgemoor Investment Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$6.32M
3 +$2.41M
4
AMG icon
Affiliated Managers Group
AMG
+$2.16M
5
BX icon
Blackstone
BX
+$1.88M

Top Sells

1 +$9.54M
2 +$6.58M
3 +$6.27M
4
GILD icon
Gilead Sciences
GILD
+$555K
5
ESRX
Express Scripts Holding Company
ESRX
+$509K

Sector Composition

1 Industrials 17.91%
2 Financials 15.26%
3 Consumer Discretionary 11.86%
4 Healthcare 10.79%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-860
127
-152,662